In this article, we will take a look at 11 Must-Buy US Stocks to Buy Now.
A bubble could be forming around mega-cap technology stocks, according to Bridgewater Associates founder Ray Dalio. The sentiments come amid blockbuster gains that have pushed the overall equity market to record highs, raising concerns that prices have become overinflated.
“There’s a lot of bubble stuff going on,” Dalio said in an exclusive interview on October 28 from the Future Investment Institute in Riyadh, Saudi Arabia. “But bubbles don’t pop, really, until they are popped by tightness of monetary policy and so on.”
Amid concerns about a market bubble, Wall Street has had one of its most profitable quarters, with companies benefiting from a resilient global economy amid tariffs and geopolitical upheaval. Similarly, Investors have remained bullish about equities amid expectations that the US Federal Reserve interest rate cuts will provide the much-needed impetus for additional gains.
As the Federal Reserve cuts interest rates, investors may consider reallocating some of their funds. Philip Blancato, chief market strategist at wealth-management firm Osaic, insists it’s time for investors to start moving funds out of cash instruments.
“When we’re beating the rate of inflation with the money market, that makes for a great opportunity,” he said. “Now with that seemingly coming to an end — not quite there yet, but seemingly — there is an opportunity for folks to rethink their cash strategy.”
As momentum in equity markets shows no signs of slowing amid expected interest rate cuts, now is the best time to look at stocks that have outperformed for the better part of the year. With that in mind, let’s look at some of the must-buy US stocks that continue to outperform the overall market.
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Our Methodology
To identify the 11 Must-Buy US Stocks to Buy Now, we used the Finviz stock screener and other online sources to compile an initial group of US-listed equities. From this pool, we focused on stocks that are up by more than 30% year-to-date (as of November 4), are rated as strong Buys by analysts, and are popular among elite hedge funds. We determined the stocks’ popularity using hedge fund holdings data from Q2 2025 13F filings available in Insider Monkey’s database. The final list is ranked in ascending order by the number of hedge funds holding stakes in the stocks.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Must-Buy US Stocks to Buy Now
11. Welltower Inc. (NYSE:WELL)
Year-to-Date Performance: 46.18%
Number of hedge fund holders: 56
Welltower Inc. (NYSE:WELL) is one of the must-buy US stocks to buy now. On October 28, BMO Capital Markets analyst Juan Sanabria reiterated a Buy rating on Welltower Inc. (NYSE:WELL) stock and a $200 price target. The positive stance is in response to the company’s strong financial performance and strategic initiatives.
The company delivered solid third-quarter results characterized by growth in normalized funds from operations per share. The results underscored robust operational performance, prompting it to raise guidance above consensus estimates. In addition, the research firm has echoed the company’s transition towards senior housing and away from medical office buildings.
The company has increased the concentration of senior housing to 72% of in-place net operating income, from 59%. The research firm expects the move, combined with substantial transactional activity, to position Welltower for future growth.
On the same day, Morgan Stanley analyst Ronald Kamdem reiterated a Buy rating and a $170 price target. The bullish stance comes amid expectations that robust performance in the senior housing operating segment, along with $23 billion in investment activities, affirms strategic initiatives.
Welltower Inc. (NYSE:WELL) is a real estate investment trust (REIT) that owns and manages a portfolio of properties for seniors and health-related services, including senior housing communities and outpatient medical buildings. The company focuses on transforming healthcare infrastructure by investing in senior housing operators, post-acute care providers, and health systems to improve health outcomes.
10. Arista Networks, Inc. (NYSE:ANET)
Year to Date Performance: 40.97%
Number of hedge fund holders: 81
Arista Networks Inc. (NYSE:ANET) is one of the must-buy US stocks to buy now. On November 4, Arista Networks Inc. (NYSE:ANET) reported third-quarter revenue of $2.308 billion, up 27.5% year-over-year, with non-GAAP net income rising to $962.3 million.
The company maintained a strong non-GAAP gross margin of 65.2%, supported by favorable product mix and inventory dynamics. Its momentum in AI and cloud markets continues to build, with a 2026 revenue goal of $10.65 billion, including $2.75 billion from AI. Strategic partnerships with NVIDIA, AMD, and OpenAI have helped expand its reach, while innovations like Etherlink and Arista AVA aim to optimize performance for AI-driven workloads.
Arista Networks projects fourth-quarter 2025 revenue between $2.3 billion and $2.4 billion, with non-GAAP gross margins expected to range from 62% to 63%, and operating margins between 47% and 48%.
The company also announced leadership changes and new initiatives aimed at scaling AI and cloud networking. Kenneth Duda was named President and CTO, while Tyson Lamoreaux joined as SVP of Cloud and AI Networking. Arista unveiled Ethernet for Scale-Up Networks (ESUN) and introduced AI agents to enhance network operations. Looking ahead, revenue growth is expected to be supported by a continued focus on innovation and expansion of its presence in AI-driven infrastructure.
Arista Networks Inc. (NYSE:ANET) is a technology company that provides data-driven networking solutions for large data centers, campus environments, and cloud computing. It designs and sells high-performance network switches and other hardware, and also develops a Linux-based network operating system called EOS (Extensible Operating System).
9. Micron Technology, Inc. (NASDAQ:MU)
Year to Date Performance: 168.75%
Number of hedge fund holders: 94
Micron Technology Inc. (NASDAQ:MU) is one of the must-buy US stocks to buy now. On October 28, Mizuho Securities analyst Vijay Rakesh reaffirmed his Buy rating on Micron and set a price target of $265.
A day earlier, on October 27, Citi analyst Christopher Danely reiterated a Buy rating on Micron Technology Inc. (NASDAQ:MU) stock and raised the price target to $275 from $240. The price target hike comes amid expectations that the company will benefit from dynamic random-access memory (DRAM) pricing increases of 25% in the fourth quarter relative to the third quarter.
The 25% increase will represent the biggest quarter-over-quarter price jump since the 1990s. A significant spike in demand for artificial intelligence is expected to drive the rise. Likewise, a limited supply has driven DRAM spot prices up by almost 50%. The Citi analyst expects the significant jump in DRAM prices to drive Micron’s earnings, potentially leading to a 20% quarter-over-quarter increase in earnings.
Previously, on October 22, Micron Technology began sampling its new 192GB SOCAMM2 memory modules built on LPDDR5X and 1-gamma DRAM process tech, aimed at boosting efficiency in AI data centers. These compact modules offer a 50% capacity jump over earlier versions, cut power usage by over 20%, and reduce inference startup time by more than 80%. With speeds up to 9.6 Gbps and a third the size of RDIMMs, they’re designed to handle demanding AI workloads. Micron is aligning production with customer timelines and continuing its work with NVIDIA and industry groups on standardization.
Micron Technology Inc. (NASDAQ:MU) manufactures memory and storage solutions, including DRAM, NAND, and NOR flash memory. Its products are used in a wide range of devices and technologies, from consumer electronics and PCs to data centers, 5G networks, and automotive systems.
8. GE Aerospace (NYSE:GE)
Year-to-Date Performance: 83.06%
Number of hedge fund holders: 100
GE Aerospace (NYSE:GE) is one of the must-buy US stocks to buy now. Kratos Defense and GE Aerospace announced on October 31 that they’ve completed altitude testing for the GEK800 engine, a joint project aimed at powering unmanned aerial systems and combat aircraft. The tests, which began in late September, were held at Purdue University’s Maurice J. Zucrow Laboratories and marked the first use of the newly expanded ZL9 facility. The GEK800, an 800-pound jet engine, has already undergone over 50 ground test starts since the partnership began in 2023.
The Air Force Research Laboratory and Office of Naval Research supported the testing process. In June, the two companies formalized their collaboration to develop propulsion systems for next-generation unmanned platforms. Kratos brings decades of experience in small engine design, while GE Aerospace adds deep expertise in jet propulsion and manufacturing. The project reflects growing interest in affordable, high-performance engines for future defense technologies.
Earlier on October 27, Douglas S. Harned from Bernstein SocGen reaffirmed his Outperform rating on GE Aerospace and set a price target of $374. His outlook reflects growing strength in the company’s commercial aftermarket segment, which he believes will support higher margins over the next decade.
The rating followed a solid third quarter, with GE Aerospace boosting its Customer Equipment Services revenue guidance by $1 billion. LEAP engine deliveries also beat expectations, prompting Bernstein to raise its 2025 earnings estimate to $6.28 per share and increase its revenue forecast to $41.8 billion.
GE Aerospace (NYSE:GE) designs, manufactures, and services jet and turboprop engines, as well as integrated systems, for commercial, military, and business aircraft. The company is a leader in propulsion, and its products are used in commercial and military aircraft globally. It also provides maintenance services and other aviation technologies to improve engine performance and efficiency.
7. Alibaba Group Holding Limited (NYSE:BABA)
Year to Date Performance: 97.40%
Number of hedge fund holders: 101
Alibaba Group Holding Limited (NYSE:BABA) is one of the must-buy US stocks to buy now. On October 22, Arteris Inc. announced it is deepening its partnership with Alibaba’s XuanTie to accelerate RISC-V system-on-chip designs for edge AI, servers, and automotive tech. Building on Arteris’ role in the Wujian Alliance, the two firms have successfully integrated XuanTie’s C908, C920, and C930 CPU cores with Arteris’ interconnect IP, offering ready-to-use solutions aimed at cutting development time. The collaboration highlights growing demand for high-performance semiconductors and reflects both companies’ focus on simplifying SoC design through proven, scalable integration.
On October 22, Mizuho analysts raised their price target for Alibaba to $195, maintaining an Outperform rating. The upgrade reflects strong growth in summer-quarter deliveries and rising demand in e-commerce, driven by increased incentives. The analysts also see potential for Alibaba to expand in banking through its full-stack AI offerings, supported by an open-source approach.
A day earlier, reports highlighted Alibaba’s Quark unit launching “Plan C,” a new effort in conversational AI aimed at competing with ByteDance’s Doubao chatbot. With Doubao reaching 157 million active users, Alibaba’s move signals its intent to stay competitive in China’s fast-growing AI space.
Alibaba Group Holding Limited (NYSE:BABA) is a multinational technology company that offers e-commerce and cloud computing services. Its main business segments include online retail through platforms like Taobao and Tmall, business-to-business (B2B) wholesale marketplaces like Alibaba.com, cloud computing services, digital media and entertainment, and logistics services through Cainiao.
6. Spotify Technology S.A. (NYSE:SPOT)
Year to Date Performance: 35.78%
Number of hedge fund holders: 111
Spotify Technology S.A. (NYSE:SPOT) is one of the must-buy US stocks to buy now. On November 5, Cantor Fitzgerald increased its price target on Spotify Technology S.A. (NYSE:SPOT) from $640 to $675, maintaining a Neutral rating. The revision followed Spotify’s Q3 2025 results, which beat expectations with €4.3 billion in revenue, 1% above consensus, and €582 million in operating income, outperforming by 16%. Subscriber count rose 12% year-over-year to 281 million, while Monthly Active Users reached 713 million, up 11%.
Spotify’s gross margin improved to 31.6%, exceeding guidance by 50 basis points due to favorable rights holder accruals. For Q4, the company guided revenue of €4.5 billion, slightly below the €4.6 billion Street estimate, and expects its gross margin to reach 31.9%, marking a 70-basis-point year-over-year increase. Over the past twelve months, Spotify has maintained steady growth, with annual revenue nearing $19.8 billion and a gross profit margin of 31.85%.
Cantor Fitzgerald highlighted Spotify’s growing traction in podcasts and audiobooks, along with its integration of AI features. The firm sees potential for price increases across several markets, supporting margin expansion over the next two to three years. While FY26 revenue estimates were trimmed by 1%, EBIT projections rose 7%, with the new target based on a blended 35x multiple of FY26/27 EBIT.
Spotify Technology SA (NYSE:SPOT) operates as a leading global audio streaming platform. As the top player in the music streaming industry by market share, Spotify earns revenue through a mix of paid subscriptions, advertising, and strategic partnerships.
5. Uber Technologies, Inc. (NYSE:UBER)
Year to Date Performance: 57.86%
Number of hedge fund holders: 152
Uber Technologies Inc. (NYSE:UBER) is one of the must-buy US stocks to buy now. On November 4, Uber Technologies Inc. (NYSE:UBER) delivered solid third-quarter numbers, with earnings per share reaching $1.20, well above analyst expectations of $0.69.
Revenue climbed 19% to $13.47 billion, and gross bookings hit $49.7 billion, marking a 21% increase from the previous year. The company also saw a 33% rise in adjusted EBITDA, totaling $2.3 billion, while trip volume surged to 3.5 billion, driven by growth in active users and engagement per rider.
Despite the strong performance, Uber’s guidance for the fourth quarter was seen as conservative. The company expects gross bookings to be between $52.25 billion and $53.75 billion, and adjusted EBITDA to range from $2.41 billion to $2.51 billion, slightly below market expectations. CEO Dara Khosrowshahi emphasized continued investment in customer relationships and AI-driven innovation as key areas of focus for the future.
Uber Technologies Inc. (NYSE:UBER) is a technology company that provides a platform for services like ride-hailing, food delivery, and freight transport through its mobile app. The company connects customers with drivers or couriers who use their own vehicles to provide these services, earning money on a flexible schedule.
4. Broadcom Inc. (NASDAQ:AVGO)
Year to Date Performance: 56.29%
Number of hedge fund holders: 156
Broadcom Inc. (NASDAQ:AVGO) is one of the must-buy US stocks to buy now. On October 21, Mizuho analyst Vijay Rakesh raised Broadcom Inc. (NASDAQ:AVGO)’s stock price target to $435 in anticipation of more artificial intelligence-driven growth.
The analyst expects the semiconductor company to benefit from its strategic partnerships with Anthropic and OpenAI. According to the research firm, Anthropic has grown to become the company’s fourth-largest customer. Likewise, it expects its expanding artificial intelligence rack deployments to generate about $10 billion in revenue for the company in the second half of 2026.
Mizuho has also cited the introduction of new networking technologies that are helping support Broadcom’s AI buildout. The research firm has also echoed the company’s third-generation co-packaged optics (CPO) Ethernet switch, Tomahawk 6-Davisson, which requires 70% less power. The research firm expects the new Ethernet for Scale-Up Network to expand the scope initially covered by SUE-T.
Broadcom Inc. (NASDAQ:AVGO) is a technology company that designs, develops, and supplies semiconductor and infrastructure software solutions for industries like cloud, data center, networking, and cybersecurity.
3. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Year to Date Performance: 51.24%
Number of hedge fund holders: 187
Taiwan Semiconductor Manufacturing Limited (NYSE:TSM) is one of the must-buy US stocks to buy now. On October 27, Needham analyst Quinn Bolton reiterated a Buy rating on Taiwan Semiconductor Manufacturing Limited (NYSE:TSM) and a $360 price target.
According to the analyst, the company is well-positioned to benefit from increased N3 capacity, which is expected to drive significant revenue growth. While management has reiterated that new fabrications will focus on N2, the analyst expects the 3-nanometer chip manufacturing process technology to be a key growth driver.
The company’s upcoming AI GPU architecture, Rubin GPU, is expected to increase volume in 2026 and also drive underlying growth. Consequently, the analyst expects Nvidia’s growth rate to range between 20% and 25%, with capital expenditure between $45 billion and $50 billion. The predicted growth and stronger outlook not only highlight the company’s ability to maintain its leadership in the industry but also to leverage cutting-edge technology to support growth.
Taiwan Semiconductor Manufacturing Limited (NYSE:TSM) is a foundry company that manufactures microchips for other companies that design them. It produces chips for a vast range of products, including smartphones, high-performance computing, automotive electronics, and the Internet of Things (IoT).
2. Alphabet Inc. (NASDAQ:GOOG)
Year to Date Performance: 49.04%
Number of hedge fund holders: 219
Alphabet Inc. (NASDAQ:GOOG) is one of the must-buy US stocks to buy now. On October 30, Stifel raised its price target for Alphabet stock from $292 to $333, maintaining a Buy rating. The firm pointed to strong momentum in Google Cloud, which showed notable revenue and margin growth in the third quarter. With Alphabet trading just below its 52-week high, Stifel analysts see room for further upside, supported by a PEG ratio of 0.77, indicating solid value relative to growth.
Alphabet’s Q3 earnings, released a day earlier, showed a 16% year-over-year revenue increase to $102.3 billion. Google Cloud led the way with 34% growth, driven by demand for AI infrastructure and core platform services. YouTube also exceeded expectations, with Shorts and Connected TV contributing to ad revenue gains. Operating income rose 22%, excluding a $3.5 billion EC fine, and EPS jumped 35% to $2.87.
On October 30, Google partnered with Reliance Intelligence to offer its AI Pro plan free for 18 months to Jio Unlimited 5G users, starting with those aged 18 to 25 and later expanding nationwide. The package includes early access to Gemini 2.5 Pro, image and video tools like Nano Banana and Veo 3.1, 2 TB of cloud storage, and study support via NotebookLM, altogether valued at ₹35,100 and available through the MyJio app. Google aims to make advanced AI tools more accessible across India through this initiative.
Alphabet Inc. (NASDAQ:GOOG) is a holding company best known for its diverse businesses, including Google Search, YouTube, and Google Cloud. The company also pursues various ventures, including autonomous vehicles, health, and life sciences.
1. NVIDIA Corporation (NASDAQ:NVDA)
Year-to-Date Performance: 49.58%
Number of hedge fund holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the must-buy US stocks to buy now. On October 27, reports emerged indicating NVIDIA Corporation (NASDAQ:NVDA) is partnering with Deutsche Telekom AG on a €1 billion data center project in Germany. The project aims to use 10,000 advanced graphics processing units.
The construction is part of the company’s push to develop more infrastructure to power artificial intelligence systems across Europe. SAP SE is on course to become one of the biggest customers of the $1.2 billion project.
NVIDIA’s push for the billion-dollar data center project comes as policymakers across Europe increasingly call for the region to develop its own AI systems to catch up with the US and China. It also comes on the heels of Nvidia’s CEO, Jensen Huang, criticizing the area for being too slow to develop its own infrastructure. Likewise, the €1 billion data center project is still a fraction of the gigawatt-sized projects announced worldwide.
NVIDIA Corporation (NASDAQ:NVDA) is a technology giant that designs and manufactures specialized computer chips, particularly graphics processing units (GPUs). The company also develops platforms for data centers, gaming, professional visualization, and automotive markets.
While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
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